Financial and investment analysts

About this job

Financial and investment analysts:

collect and analyze financial information so as to provide financial and investment or financing advice for their company or their company's clients
cover areas such as takeover bids, private placements, mergers or acquisitions
work for a wide range of establishments throughout the private and public sector, such as banks, brokerage houses, insurance companies, investment companies, manufacturing firms, trust companies, utility companies and underwriting firms

Common job titles

adviser, corporate investment
analyst, financial
analyst, investment / planning / regional

bond analyst

consultant, financial analysis
manager, portfolio
mutual fund analyst

senior investment

adviser, corporate investment
analyst, financial
analyst, investment / planning / regional
bond analyst
consultant, financial analysis
manager, portfolio

mutual fund analyst
senior investment

Earnings

Annual provincial median salary

$70,180

Source: 2016 Job Bank Wage data

Note:Estimated median employment income based on 2016 Job Bank median hourly wage rate (median annual salary = hourly wage rate x 40 (hours per week) x 52.14 (weeks per year))

Provincial hourly rate

High
Median
Low

Source: 2016 Job Bank Wage Report

B.C. Labour Market Outlook (2017-2027)

Provincial outlook

Forecasted average employment growth rate

2017 - 2022
2022 - 2027

Source: B.C. Labour Market Outlook

Job openings

10 year expected job openings: 870

2017
2022
2027

Source: B.C. Labour Market Outlook

Composition of job openings

New jobs due to economic growth:
33.2%
290 openings

Replacement of retiring workers:
66.8%
580 openings

Source: B.C. Labour Market Outlook

Regional outlook

Cariboo

Employment in 2017:

N/A

Average annual employment growth:

N/A

Expected number of job openings:

N/A

Kootenay

Employment in 2017:

N/A

Average annual employment growth:

N/A

Expected number of job openings:

N/A

Mainland / Southwest

Employment in 2017:

2,040

Average annual employment growth:

1.2%

Expected number of job openings:

740

North Coast & Nechako

Employment in 2017:

N/A

Average annual employment growth:

N/A

Expected number of job openings:

N/A

Northeast

Employment in 2017:

N/A

Average annual employment growth:

N/A

Expected number of job openings:

N/A

Thompson-Okanagan

Employment in 2017:

20

Average annual employment growth:

1.7%

Expected number of job openings:

10

Vancouver Island / Coast

Employment in 2017:

330

Average annual employment growth:

0.5%

Expected number of job openings:

120

N/A - Data not available

Source: B.C. Labour Market Outlook

Duties

Financial analysts:

evaluate financial risk, prepare financial forecasts, approaches and other documents concerning capital management, and write reports and recommendations
plan short and long-term cash flows and assess financial performance
evaluate investment projects
advise on and participate in the financial aspects of contracts and calls for tender
follow up on financing projects with financial backers
develop, put into use and use tools for managing and evaluating financial record
prepare a regular risk profile for debt records
assist in preparing operating and investment budgets

Investment analysts:

collect financial and investment information about companies, stocks, bonds and other investments using daily stock and bond reports, economic forecasts, trading volumes, financial periodicals, securities manuals, company financial statements and other financial reports and publications
examine and evaluate financial and investment information collected, including profiles of companies, stock and bond prices, yields and future trends and other investment information
provide investment advice and recommendations to clients, senior company officials, pension fund managers, securities agents and associates
prepare company, industry and economic outlooks, analytical reports, briefing notes and correspondence

Work environment

Work in this occupation is typically performed in a structured environment, such as an office.

Workforce and employment statistics

Workforce characteristics

2,500 workers are employed

70% of workers are working mostly full time

Source: 2011 National Household Survey

Employment by gender

Men

Women

Source: 2011 National Household Survey

Employment by age group

15 - 24 years

25 - 44 years

45 - 64 years

65+ years

Source: 2011 National Household Survey

Labour force by industry

Finance, Insurance and Real Estate:

39%

Public Administration:

22%

Professional, Scientific, and Technical Services:

8%

Health Care and Social Assistance:

5%

Utilities:

5%

View more industry data

Source: 2011 National Household Survey

Employment by region

% employment of this occupation

% employment of all occupations

Cariboo

Kootenay

Mainland / Southwest

North Coast & Nechako

Northeast

Thompson-Okanagan

Vancouver Island / Coast

Source: 2011 National Household Survey

Job requirements

Education, training & qualifications

A bachelor's degree in commerce, business administration or economics
and
On-the-job training and industry courses and programs are usually required.
A master's degree in business administration (MBA) (concentration in finance) or in finance may be required.
The Chartered Financial Analyst (CFA) designation, available through a program conducted by the Institute of Chartered Financial Analysts in the United States, may be required by some employers.

As of July 1, 2017 when the Canadian Free Trade Agreement (CFTA) came into force, you will not need significant additional training, experience, testing or assessment if your qualifications or certificates are recognized by a Canadian regulatory authority. This applies whether you were trained in Canada or internationally. Learn about labour mobility at www.workersmobility.ca. For information about labour mobility and foreign qualifications recognition, contact the B.C. regulator for your occupation.

Skills

Clerical Ability
Numerical Ability
Detail-Oriented
Finger Dexterity

View skills definitions

Education programs in B.C.

The following program areas are related to this occupation:

Economics
Economics (Arts)

Economics (Science)
Finance

For more information about programs offered specifically for this career, visit EducationPlannerBC.

Related careers

Career paths and resources

Career paths

Promotion to management positions, such as securities manager, is possible with experience.

Additional resources

Advocis: The Financial Advisors Association of Canada
www.advocis.ca/raisethebar/index.html
CFA Society Vancouver
www.cfasociety.org/vancouver/Pages/About.aspx
CFA Society Vancouver – Job Board
www.cfasociety.org/vancouver/Pages/Employment.aspx
Financial Advisor Jobs
www.financialadvisorjobs.ca/advocis/index.htm
Investment Funds Institute of Canada (IFIC)
www.ific.ca/Home/HomePage.aspx
Investment Industry Regulatory Organization of Canada (IIROC)
www.iiroc.ca/Pages/default.aspx

Financial and investment analysts (NOC 1112)

About this job

Earnings

Annual provincial median salary

Provincial hourly rate

B.C. Labour Market Outlook (2017-2027)

Provincial outlook

Forecasted average employment growth rate

Job openings

Composition of job openings

Regional outlook

Duties

Work environment

Workforce and employment statistics

Workforce characteristics

Employment by gender

Employment by age group

Labour force by industry

Employment by region

Job requirements

Education, training & qualifications

Skills

Education programs in B.C.

Related careers

Career paths and resources

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